Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,125 | $81,331-39.6% | $155,534-68.4% | $80,935-39.3% |
| Participation rate | 87.2% | 66.3%+21.0pp | 78.2%+9.0pp | 67.7%+19.5pp |
| Annual return | 18.70% | 33.37%-14.7pp | 64.92%-46.2pp | 35.66%-17.0pp |
| Employer contribution / active EE | $4,294 | $3,105+38.3% | $4,675-8.1% | $2,757+55.8% |
| Participant deferral / active EE | $8,016 | $3,454+132.1% | $5,630+42.4% | $4,299+86.5% |
| Admin fee / account holder | $7,810 | $7,999-2.4% | $15,900-50.9% | $6,924+12.8% |